{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/578cdec802384d0ba0a6cdb4b9e5126d\" frameborder=\"0\" width=\"1113\" height=\"834\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":834,"width":1113,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":834,"thumbnail_width":1113,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/578cdec802384d0ba0a6cdb4b9e5126d-7d27a081901022de.gif","duration":193.201,"title":"Core Weave's S1 Insights 📈","description":"In this video, I discuss Core Wave's recent S1 filing as they prepare to go public at the end of March. I highlight their impressive revenue growth, which skyrocketed from $15.8 million to nearly $2 billion last year, and the increasing percentage of revenue under contract. I also touch on some concerning aspects, such as customer concentration and their significant debt obligations. I encourage you to use the Dilupa datasheet to build your initial model and keep an eye on these key metrics."}